Kevin
Filthaut

Park Avenue Securities LLC

CRD#6487883
Investment Advisor
in Southfield, MI

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About this Advisor

Kevin Filthaut is a financial advisor working out of Southfield, Michigan with a total of 3 years of industry experience. Filthaut is an advisor for Park Avenue Securities LLC. Filthaut has gained experience at University Of Michigan- Dearborn, Concordia College, Tri- County Beverage, Tricounty Beverage, Tri-County Beverage, West Shore Golf & Country Club, Guardian Life Insurance Company Of America, Park Avenue Securities and Guardian Life Insurance. Filthaut maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Georgia, Michigan, Minnesota, New Jersey, New York and Washington. Park Avenue Securities LLC is an advisory business that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 people on staff. It has $10 billion in assets under management among its 57,359 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 57,359 client accounts, 19% belong to high-net-worth clients who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the services offered. Fee types billed by Park Avenue Securities LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

29800 Telegraph Road
Southfield, MI 48034

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

MI Average: $7,464,549,021
Total Number of Employees

1,825

MI Average: 88
Total Number of Accounts

57,359

MI Average: 3,892
Average Account Size

$172,819

MI Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Kevin Filthaut Work History

Kevin has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Guardian Life Insurance

2019 - Present (5 years)

Park Avenue Securities

2019 - 2019 (< 1 year)

Park Avenue Securities

2017 - 2019 (2 years)

Guardian Life Insurance Company Of America

2016 - 2016 (< 1 year)

West Shore Golf & Country Club

2015 - 2015 (< 1 year)

Tri-County Beverage

2014 - 2016 (2 years)

University Of Michigan- Dearborn

2014 - 2014 (< 1 year)

Tricounty Beverage

2014 - 2015 (1 year)

University Of Michigan- Dearborn

2013 - 2013 (< 1 year)

Tri- County Beverage

2013 - 2014 (1 year)

Concordia College

2012 - 2014 (2 years)

Concordia College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Filthaut to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

William Roerden
Warwick, NY
Andrew Guyton
Portsmouth, NH
Chelsea Gottschling
Claremont, CA
Joseph Stiles
Cincinnati, OH
George Papanicolaou
Port Chester, NY
Derek Malis
Buffalo, NY
Shane Davis
Allentown, PA
Corwin Davidson
Liberty Hill, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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